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Your first agent with Copilot Studio: A little transition helper

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Dynamics 365 Customer Insights – Journeys & Data

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Nov 19, 2024

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AI Summary

  • Microsoft Copilot Studio's generative answers feature allows agents to pull information directly from internal or external sources.
  • This feature helps reduce the need to create specific topics as agents can handle various user questions independently.
  • Knowledge sources such as public websites, SharePoint, documents, Dataverse, and enterprise data using Microsoft Graph connectors can be utilized.
  • The Generative AI option included in the Conversational boosting topic requires time and specialized knowledge to set up.
  • It is important to note that using this option may result in imprecise or incorrect answers if not properly configured.
  • Data sources used should be publicly available and not contain any sensitive information.
  • Users can also add PDFs with non-public information to the knowledge base, ensuring appropriate permissions are in place for viewing.
  • Agents can be tested in the Copilot Studio's test pane before being published to Teams.

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